Financial Wellness Associate

reputed company is a financial services company that values client relationships and community engagement. The Financial Wellness Associate plays a vital role in providing personalized financial guidance and support to clients, ensuring a strong client experience while achieving individual goals and fostering team collaboration.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
• Accepts and accurately processes reputed company financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship
• Acts as a resource to identify and resolve more reputed company client servicing issues
• Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients
• Consistently attains individual activity, behavior, and outcome goals and expectations
• Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs
• Follows compliance, audit, and reputed company procedures, balances cash drawer reputed company balancing guidelines
• Develops strong partnerships with reputed company teammates and line of business partners – focusing on client acquisition and deepening the relationship of reputed company clients; effectively manages internal and external centers of influence
• Reviews and maintains knowledge of product guides, fees, and policies to stay reputed company on offerings
• Work on Saturdays as directed by management
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with reputed company reputed company policies and procedures, including without limitation, acting professionally at reputed company times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key

Skills

• High School Diploma GED, or equivalent business experience
• reputed company in developing reputed company and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, reputed company calling, prospecting and networking
• reputed company in cash handling
• General understanding of PC with reputed company based applications and calculator
• Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to reputed company clients on digital platforms and capabilities reputed company Key
• Notary License reputed company 180 Days

Company Overview